5 THINGS TO CONSIDER
BEFORE JOINING A LICENSEE
It’s not uncommon for advice firms to have been with the same licensee for many years without reviewing whether they are continuing to deliver the support the business needs.
When reviewing a Licensee, you should take into account their values and guiding philosophy. Do they really believe in the value of advice? What are their own business motives? What support do they provide you?
It can be hard to determine if a Licensee is right for you. Here are the important questions to ask that can help uncover if potential Licensees have the resources, capabilities and network you need to thrive in the new world of financial advice.
Download to discover if your licensee offers:
- A transparent, long term, sustainable business model
- Support through your entire business lifecycle
- Risk and governance processes to protect your business and clients
... and more